At Flannery | Georgalis, our attorneys have extensive experience handling the administration of estates and trusts, both simple and complex. We know this can be a challenging and emotional time for everyone involved, and we work with our clients to make the process as seamless as possible. We strive to ensure that the decedent’s intent and wishes are carried out as provided under the terms of his or her will or trust.
We represent individual and institutional executors, administrators, and trustees to ensure that they fulfill their legal duties and responsibilities promptly and efficiently to avoid delays and unnecessary expenses and minimize the risk of litigation. The services we provide include:
- Administration of estates, including probate and non-probate assets
- Administration of trusts
- Representation of individual and institutional executors, administrators, and trustees
- Identification and valuation of assets and assistance with transfers to beneficiaries
- Preparation of all required probate filings including applications for appointment of executors/administrators, notices to beneficiaries, inventories, and accounts
- Trustee notifications and reports
- Facilitation of final distributions to beneficiaries
- Tax planning and preparation of necessary tax returns including estate tax returns and fiduciary income tax returns